|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.64M
|
+$92.1K
|
+3,501
|
+4%
|
|
|
27
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.46M
|
+$240K
|
+9,139
|
+11%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.41M
|
+$548K
|
+20,854
|
+29%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$2.36M
|
+$722K
|
+27,439
|
+44%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.3M
|
-$868
|
-33
|
-0%
|
|
|
31
|
Central Trust Company
Jefferson City,
Missouri
|
$2.29M
|
-$23.9K
|
-910
|
-1%
|
|
|
32
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$2.07M
|
+$28.5K
|
+1,084
|
+1%
|
|
|
33
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.93M
|
+$13.1K
|
+500
|
+0.7%
|
|
|
34
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.68M
|
+$144K
|
+5,459
|
+9%
|
|
|
35
|
Managed Account Services
Coconut Grove,
Florida
|
$1.67M
|
–
|
–
|
–
|
|
|
36
|
Paradiem
Covington,
Louisiana
|
$1.65M
|
–
|
–
|
–
|
|
|
37
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.64M
|
–
|
–
|
–
|
|
|
38
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.63M
|
+$3.97K
|
+151
|
+0.2%
|
|
|
39
|
Sigma Investment Counselors
Northville,
Michigan
|
$1.61M
|
–
|
–
|
–
|
|
|
40
|
EP Wealth Advisors
Torrance,
California
|
$1.59M
|
-$293K
|
-11,151
|
-16%
|
|
|
41
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.58M
|
+$639K
|
+24,318
|
+68%
|
|
|
42
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.43M
|
–
|
–
|
–
|
|
|
43
|
Valmark Advisers
Akron,
Ohio
|
$1.26M
|
+$80.1K
|
+3,046
|
+7%
|
|
|
44
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.26M
|
-$977K
|
-37,164
|
-44%
|
|
|
45
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.24M
|
-$380K
|
-14,443
|
-23%
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.19M
|
+$14.9K
|
+565
|
+1%
|
|
|
47
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
48
|
American Portfolios Advisors
Holbrook,
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$1.13M
|
-$4.55K
|
-173
|
-0.4%
|
|
|
50
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.11M
|
–
|
–
|
–
|
|
